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Ulrich Consultants & Investment Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Ulrich Consultants & Investment Group’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$12.2M Buy
172,491
+7,217
+4% +$472K 29.49% 1
2023
Q1 		$10.4M Sell
165,274
-39
-0% -$2.31K 21.71% 2
2022
Q4 		$9.11M Buy
+165,313
New +$9.35M 20.4% 2

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ulrich Consultants & Investment Group's VONG Position: Q2 2023 in Review

Ulrich Consultants & Investment Group increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 4.4% in Q2 2023, buying an estimated $472K and bringing the position to 172,491 shares worth $12.2M. The position accounts for 29.49% of the portfolio, ranked #1.

Ulrich Consultants & Investment Group first reported a position in VONG in Q4 2022 and has held it in 3 quarters since. 457 funds tracked by Wall St. Rank hold VONG as of Q2 2023.

  • Ulrich Consultants & Investment Group held 172,491 shares of Vanguard Russell 1000 Growth ETF worth $12.2M as of Q2 2023.
  • Ulrich Consultants & Investment Group bought 7,217 Vanguard Russell 1000 Growth ETF shares in Q2 2023, an estimated $472K.
  • Vanguard Russell 1000 Growth ETF made up 29.49% of Ulrich Consultants & Investment Group's portfolio in Q2 2023, its #1 holding.
  • Ulrich Consultants & Investment Group first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2022 and has held it in 3 quarters since.
  • 457 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2023.

Based on Ulrich Consultants & Investment Group's 13F filing for Q2 2023, filed 7 Aug 2023.